Proposition M: Changes to San Francisco Gross Receipts Tax

By Allison Katz

The deadline for submitting the San Francisco Gross Receipts Tax return is quickly approaching on February 28, 2025.  Before calculating the first quarterly payments for 2025, consider the changes enacted by voters in 2024 as part of Proposition M.  A broad restructuring of the exemption threshold, apportionment formulas, and rates could considerably change your tax…

Case Study: Securing Microsoft 365 Copilot – A Professional Services Firm’s Path to Safe AI Adoption 

By Whitney Irish

How a Rushed Microsoft 365 Copilot Rollout Led to a Quick Rescue and a Secure AI Deployment The Background The journey for this client in the professional services industry began when they introduced Microsoft Copilot to a select group of users, eager to leverage its productivity-enhancing capabilities. However, shortly after the Microsoft Copilot implementation, it…

2024 Tax Reporting Tips for Resort Employers: Worker Classification and Navigating 1099 Requirements

By Ruby Castaneda

In an ever-evolving and often overly complex tax compliance world, it’s crucial for resort operators and managers to ensure a comprehensive understanding of filing requirements and what classifies a contract worker as 1099-eligible labor. This article aims to uncover upcoming filing requirements facing the hospitality industry and touch on the penalties for failure to file…

CleanTech and the New Presidency: What to Expect

By Allison Katz

The start of President Trump’s second term in office has the CleanTech industry preparing for the future of climate change initiatives. President Trump has historically supported the fossil fuel industry. In his initial term, this support led to many regulatory rollbacks that supported its growth and competition. This is expected to play a large part,…

Dealer Vision: Winter 2025

By Allison Katz

Rev up for the Winter 2025 issue of Dealer Vision! This edition is fully-loaded with the insights and strategies to keep your dealership running at peak performance. Inside, explore key takeaways from the AICPA Dealership Conference, master the art of implementing a strategic parts matrix, and discover the advantages of a cost segregation study. Inside…

Driving Profit Through Fixed Operations: How a Strategic Parts Matrix Can Keep Your Dealership Thriving

By Allison Katz

As vehicle gross profit per unit faces downward pressure, successful dealers are shifting their attention to fixed operations—specifically the parts and service departments. Why? Because the service drive offers a significant opportunity, one that’s essential for sustaining profitability as the age of vehicles continues to grow, extending the period for which vehicle owners seek highly…

Commitment and Accountability: The Cornerstones of Organizational Success

By Ruby Castaneda

Creating a culture of commitment and accountability within an organization is essential for fostering a productive and positive work environment and can lead to higher levels of engagement, improved performance, and a stronger sense of ownership. This article explores key strategies organizations can implement to cultivate a culture where commitment and accountability thrive, ultimately driving…

What Plan Sponsors Should Know About Section 101 of SECURE Act 2.0

By Allison Katz

The SECURE Act 2.0 of 2022 introduces several significant changes aimed at enhancing retirement savings for American workers. Breaking Down Section 101 One of the key provisions, Section 101, focuses on expanding automatic enrollment in retirement plans. Here’s what plan sponsors need to know: Key Takeaways Section 101 of the SECURE Act 2.0 of 2022…